Jason May

Experience

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  Fifth Third Bank

  Mar 2010 - Jan 2017

  Consistently execute, coach to and lead the defined sales and service process.Provide employee timely, candid and constructive feedback; assisting in the development of employees to their full potential.Recognizing and rewarding employees for their accomplishments.Work closely with Retail Staff and Business partners to consistently meet and exceed sales goals as defined by Retail Line of Business and Affiliate leaders.Promote the company and its products and services in the community by making regular outside calls. Actively participate in the selection, interviewing and hiring process of new employees into the banking center. Remain current on the daily duties and responsibilities for the efficient operation of the financial center to provide a quality experience for Fifth Third consumers and commercial customers.Understand and coach staff members on the importance of operational responsibilities / risk. Show less Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management.Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction.Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion.Consistently meet or exceed brokerage referral goals as set by Bancorp.Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.Initiate and maintain customer contact through customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community events.Establish close relationships with assigned One Bank partners, such as Mortgage, Business Banking and Brokerage partners. Provide guidance to the staff in the referral and sales process.Provide a customer experience that is consistent across all customer touch points with a focus on customer satisfaction, loyalty, and retention.Open and maintain full range of retail accounts and services.Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure.Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner.Perform opening and closing procedures as a member of the platform staff. Show less

  • Financial Center Manager

    Nov 2012 - Jan 2017

  • Personal Banker

    Mar 2010 - Nov 2012
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  First Federal Bank of the Midwest

  Jan 2017 - Dec 2020

  Financial Sales Manager

  Consistently execute, coach to and lead the defined sales and service process.Provide employee timely, candid and constructive feedback; assisting in the development of employees to their full potential.Recognizing and rewarding employees for their accomplishments.Work closely with Retail Staff and Business partners to consistently meet and exceed sales goals as defined by Retail Line of Business and Affiliate leaders.Promote the company and its products and services in the community by making regular outside calls. Actively participate in the selection, interviewing and hiring process of new employees into the banking center. Remain current on the daily duties and responsibilities for the efficient operation of the financial center to provide a quality experience for First Federal Bank consumers and commercial customers.Understand and coach staff members on the importance of operational responsibilities / risk Show less

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  Superior Credit Union, Inc.

  Dec 2020 - Aug 2021

  Financial Service Specialist

  Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management.Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction.Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process.Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.Initiate and maintain customer contact through customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community events.Establish close relationships with assigned partners, such as Mortgage, Business Banking and Brokerage partners. Provide guidance to the staff in the referral and sales process.Provide a customer experience that is consistent across all customer touch points with a focus on customer satisfaction, loyalty, and retention.Open and maintain full range of retail accounts and services.Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure.Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner.Perform opening and closing procedures as a member of the platform staff. Show less

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  The State Bank and Trust Company

  Aug 2021 - now

  Private Banker